Wisdomtree Battery Value ChaWBATETF
13F holders, Q4 2024 (December 31)12holders +1
2new positions
1sold out
$26.51avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Wisdomtree Battery Value Cha (WBAT) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Jane Street Group, LLC ($529K), Osaic Holdings, Inc. ($27K) and MAI Capital Management ($22K).
- Company
- Wisdomtree Battery Value Cha
- CUSIP
- 97717Y592
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $22K |
| Exits | 1 | $721K |
All 13F filers, Q3 2024 → Q4 2024: 1,121 shares bought and 55,770 shares sold, net −54,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Jane Street Group, LLC | 0.00% | Reduce -59.5% | 19,965 | $529K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,000 | $27K |
| MAI Capital Management | 0.00% | New | 815 | $22K |
| UBS Group AG | 0.00% | Add +174.6% | 475 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 286 | $8K |
| Bank of Montreal | 0.00% | No change | 200 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.6% | 130 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 85 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 56 | $2K |
| Rise Advisors, LLC | 0.00% | Add +3.3% | 31 | $814 |
| FMR LLC | 0.00% | New | 1 | $27 |
"% of holder's portfolio" is WBAT's weight in each manager's 13F, not the share of Wisdomtree Battery Value Cha the manager owns.